Writeback Wizard

Nectari retrieves data from your ERP and displays it in your workbook. You can edit any value directly in the sheet, but those changes stay local by default and are never sent back to your ERP. The NECWRITEBACK formula is what sends changes from your workbook back to the ERP. A workbook can contain multiple formulas, each targeting different fields or entities.

Mapping your workbook cells to ERP fields requires care, as each field needs to point to the right record and value. The Writeback Wizard is a tool that helps generate the formula instead of writing it manually. Also, predefined writeback workbooks are available for Acumatica, covering document creation and budget and forecast management.

With the required permission, you can create writeback formulas and push data back directly from Nectari.

important

Writeback is currently only available with Acumatica.

When to write back to your ERP

• Create a new document such as a journal entry, AP bill, AR invoice, or pro forma invoice.
• Replenish inventory and generate purchase orders directly from your workbook.
• Manage budgets and forecasts including annual budgets, forecast revisions, and project cost forecasts.
• Update existing records when values need to be corrected or revised at the source.

Configure the writeback

1. On the Analysis tab, select WRITEBACK Wizard.
2. Select the environment and data source.
3. Choose the entity from the dropdown.
4. On the Selection tab, expand each entity to see its available fields, then check the fields you want to write back.
5. Click Next.
6. On the Mapping tab, map each selected field to a cell or table in the workbook.
7. Under Options, expand Writeback Button and toggle Show Button on.
8. Configure the target cell, label, and color for the button.
9. (Optional) Enable Output Results to display the writeback result in a cell on the sheet.
10. Click Save.

Writeback properties

Field	What it does
Environment	The Nectari environment that contains the data source to use for the writeback.
Data Source	The data source to use for the writeback. Make sure the Endpoint Name and Endpoint Version are configured for the data source. Only available with Acumatica right now.
Entity / Table	The entity to write back to. Only one entity per writeback can be selected.
Entities	When you select an entity, the Entities panel shows the full hierarchy for that entity. The header table is the main entity and appears at the top. Detail tables are sub-tables such as Attributes, Details and appear below and represent related records with multiple rows. You can select fields from the header table, any detail table, or both. Fields marked with a gold key icon are key fields that identify individual records in your ERP. Key fields are required for the writeback to match the correct record, except when creating new records.

Map the table fields

On the Mapping tab, all selected fields appear grouped by their table. Header and detail tables map differently.

• Header table fields maps to a single cell in the sheet.
• Detail table fields contain multiple rows, so they map to a table rather than individual cells.

For each detail table, choose how to connect it using the Existing table, New table, or Cell tab.

Existing table

Select the existing table from the dropdown, then use the Table column dropdowns to map each field to the corresponding column. Click Save at the bottom of the wizard to apply the mapping.

New table

If you haven't created the table in your workbook yet, enter the cell reference where the new table will be placed. Each field shows a Label Name that becomes the column header. Update the labels if needed, then click Save at the bottom of the wizard to create the table and apply the mapping.

Cell

When a detail table field maps to a single cell rather than a full table, enter the cell reference directly. Use this option when you want one NECWRITEBACK formula per cell, row, or sheet.

Personalize additional buttons

Under Options on the right side of the Mapping tab, the Writeback button is available to add to the sheet. For additional Nectari and Acumatica specific buttons, use the Action Button Wizard in the Analysis tab. Each button is optional, but at minimum, add the Writeback button so users can send updated data back to the ERP.

Writeback Button

Writeback Button

The Writeback button triggers the push to the ERP. Clicking it executes all NECWRITEBACK formulas linked to that button, sending their mapped values back to the corresponding records in the ERP. You can link multiple formulas to the same button, but a formula cannot be linked to more than one Writeback button.

The label and color are fully customizable. Here are a few examples:

1. Expand Writeback Button.
2. Toggle Create Button on.
3. Enter or select the cell where the button will appear on the sheet.
4. (Optional) Edit the default label to give the button a more specific name.
5. Choose a color using the color picker, or enter a HEX code directly.
6. Review the Preview to confirm the button appearance.
7. Click Save.

tip

When a workbook has multiple NECWRITEBACK formulas, you can link all of them to the same button. Configure the first formula and place the button in a cell, for example C34. For every additional formula, set the target cell to that same location. Clicking the button once executes all linked formulas at the same time. This is useful for budget workbooks where multiple fields need to be sent back together.

Initialize Button

Initialize Button

The Initialize button creates a snapshot copy of the workbook with all extracted data saved as fixed values. The data extraction wizard is removed from the copy, so nothing refreshes and no manually entered values are overwritten.

The label and color are fully customizable. Here are a few examples:

The button is configured through the Action Button Wizard in the Analysis tab.

Reset Button

Reset Button

The Reset button restores the workbook to its opening state, discarding all changes made since it was last opened from the navigation panel.

The label and color are fully customizable. Here are a few examples:

The button is configured through the Action Button Wizard in the Analysis tab.

Acumatica Buttons

Acumatica Buttons

Acumatica action buttons trigger specific Acumatica operations directly from the workbook, such as creating or releasing records. They are only available when using an Acumatica data source.

The label and color are fully customizable. Here are a few examples:

Acumatica buttons are configured through the Action Button Wizard in the Analysis tab.

Send data back to your ERP

Once the wizard is configured, click the Writeback button in the workbook to send all mapped values back to your ERP. A confirmation message appears when the operation completes. You can also verify the result directly in your ERP after a successful writeback. When the writeback runs:

• If all values in a line are empty, the writeback won't include that line in the push to the ERP.
• If one of the values is empty for the action, the action execution is ignored for that record.

When Output Results is enabled, the ERP returns a value to the cell you configured after the writeback completes. For example, creating a journal entry returns the batch number assigned by Acumatica.

Writeback states

Each NECWRITEBACK formula has a state that reflects its current status in the sheet.

State	What it means
Pending	Created, or a referenced cell was modified. Returns to Pending whenever a referenced cell changes, even if it was previously Written or in Error.
In Progress	Running.
Written	Completed successfully.
#Error: [ message ]	Failed. Read the error message to understand what went wrong.

important

If you see Writeback completed with errors, the values in the mapped cells don't match what your ERP expects. Review the field mapping and confirm that the endpoint configured in the data source matches the one in your ERP environment.